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Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
PVWM
601
Point View Wealth Management
New Jersey
$345K +$98.3K +1,193 +41%
SPIA
602
Steward Partners Investment Advisory
New York
$342K -$132K -1,607 -28%
KSA
603
Ken Stern & Associates
California
$340K -$23.2K -282 -7%
SCM
604
Shelton Capital Management
Colorado
$340K – – –
FSA
605
Franklin Street Advisors
North Carolina
$339K – – –
BIAS
606
Beacon Investment Advisory Services
New Jersey
$338K +$330K +3,999 New
LNB
607
Ledyard National Bank
$336K -$10.3K -125 -3%
EGM
608
Engineers Gate Manager
New York
$335K -$255K -3,097 -44%
LPT
609
Legacy Private Trust
Wisconsin
$329K -$371K -4,495 -54%
MC
610
Moors & Cabot
Massachusetts
$324K +$86.6K +1,050 +38%
AL
611
AJO LP
Pennsylvania
$322K -$6.11M -74,161 -95%
EGA
612
E&G Advisors
Texas
$317K +$82.4K +1,000 +36%
CB
613
Commerce Bank
Missouri
$316K +$7.42K +90 +2%
TG
614
TLP Group
Illinois
$301K +$293K +3,558 New
CCA
615
Checchi Capital Advisers
California
$300K -$10.6K -128 -3%
SLF
616
Sun Life Financial
Ontario, Canada
$300K +$824 +10 +0.3%
ICOA
617
Investment Centers of America
North Dakota
$300K +$3.21K +39 +1%
AZA
618
Arthur Zaske & Associates
Michigan
$293K +$285K +3,457 New
MWP
619
MYCIO Wealth Partners
Pennsylvania
$289K – – –
UB
620
UMB Bank
Missouri
$289K +$26.1K +317 +10%
PGFC
621
Peapack-Gladstone Financial Corp
New Jersey
$287K – – –
TA
622
Tiedemann Advisors
New York
$287K -$495K -6,004 -60%
SIG
623
Sky Investment Group
Connecticut
$286K – – –
LC
624
Loews Corp
New York
$285K – – –
CANC
625
Culbertson A N & Co
Virginia
$279K +$6.59K +80 +2%
23 24
25
26 27